Forza Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Forza Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Hold	7,810	–	–	0.46%	54
2026 Q1	$1.04M	Hold	7,810	–	–	0.36%	66
2025 Q4	$1.12M	Hold	7,810	–	–	0.41%	59
2025 Q3	$1.1M	Hold	7,810	–	–	0.42%	57
2025 Q2	$989K	Hold	7,810	–	–	0.41%	60
2025 Q1	$806K	Hold	7,810	–	–	0.36%	70
2024 Q4	$908K	Buy	7,810 +90	+1%	+$10.5K	0.41%	65
2024 Q3	$871K	Sell	7,720 -2	-0%	-$220	0.4%	68
2024 Q2	$873K	Hold	7,722	–	–	0.45%	60
2024 Q1	$804K	Hold	7,722	–	–	0.42%	64
2023 Q4	$743K	Sell	7,722 -11,200	-59%	-$997K	0.41%	68
2023 Q3	$1.55M	Buy	18,922 +900	+5%	+$77.2K	0.8%	35
2023 Q2	$1.57M	Sell	18,022 -1,020	-5%	-$80.4K	0.79%	33
2023 Q1	$1.44M	Buy	19,042 +12,330	+184%	+$849K	0.74%	37
2022 Q4	$418K	Buy	+6,712	New	+$426K	0.28%	100

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forza Wealth Management's XLK Position: Q2 2026 in Review

Forza Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,810 shares worth $1.49M. The position accounts for 0.46% of the portfolio, ranked #54.

Forza Wealth Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q2 2023. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Forza Wealth Management held 7,810 shares of State Street Technology Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Forza Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.46% of Forza Wealth Management's portfolio in Q2 2026, its #54 holding.
Forza Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.57M in Q2 2023.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.